CRM Integrations
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      How do I set up CRM integration with TAP?

      CRM integration allows you to send prospect data collected in TAP directly to your university’s CRM system. This ensures all leads are captured in one place and can be followed up effectively.

      The Ambassador Platform’s CRM integration enables you to connect one or more platforms to TAP and synchronise data automatically.

      TAP works with dozens of CRM platforms out of the box, including Salesforce, Microsoft Dynamics 365, Zoho, HubSpot, Agile, and Redtail, and can be adapted to work with any CRM system via our public API.

      Steps to set up CRM integration

      1. Log in to your TAP admin dashboard.

      2. Go to Settings > Integrations.

      3. Under CRM Integration, locate your API Key.

      4. Copy the API key by clicking the copy icon.

        Screenshot 2025-08-22 at 1.35.01 PM

      5. Share this API Key with your CRM or IT team. They will use it to configure the connection between TAP and your CRM.

      6. Once the integration is set up, test it by submitting a test prospect sign-up through your TAP Feed and confirming it appears in your CRM.

      Integration options

      You can integrate TAP with your CRM in two ways, depending on your use case:

      Option 1: Zapier (recommended for non-technical users)

      • Zapier is an automation tool that connects TAP’s API with your CRM platform.

      • If your CRM supports Zapier, you can integrate in just a few clicks by matching TAP fields with CRM fields.

      • You may incur a charge for heavy usage.

      • Follow our step-by-step tutorial for Zapier. 

      Option 2: TAP Public API (recommended for developers)

      • Use our REST API with token-based authentication.

      • Provides access to prospect and messaging data in JSON arrays.

      • Automatically harvests data inside your CRM.

      • Access the technical reference document in your TAP dashboard for detailed guidance.

      Data provided to CRM

      1. Prospect data: id, email, first name, last name, time created, time updated, answers to optional questions, marketing preferences, source/medium/campaign/link information

      2. Chat conversations: messages, participants, time created, time updated

      Tips for success

      • Always work with your CRM or IT team — they will have the access needed to configure your CRM.

      • Treat your API key as secure information and don’t share it outside your institution.

      • If new prospects aren’t appearing in your CRM, check that field mappings (e.g. subject of interest) are correctly set up.

      • For CRMs not listed, contact TAP Support for guidance on custom integrations.

      Why CRM integration matters

      • Automatically transfers prospect data into your CRM, saving time.

      • Reduces the risk of lost or mismanaged leads.

      • Supports timely and consistent follow-up with prospective students.

      Need help?

      If you need extra assistance, contact your Customer Success Manager. They’ll discuss your goals for CRM integration and the system you’re currently using, then guide you through the best setup.